+48.0%
USHY vs WING
+523.2%
-475.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.4% | -2.5% | +2.1% | -0.3% |
| 30D | +0.6% | +29.5% | -28.9% | -1.0% |
| 3M | -2.0% | +40.2% | -42.2% | -4.2% |
| 6M | -0.5% | +32.7% | -33.2% | -2.8% |
| YTD | +0.6% | -32.8% | +33.4% | +2.0% |
| 1Y | +2.1% | -31.7% | +33.8% | +3.4% |
| 3Y | +25.3% | -24.7% | +50.0% | +23.0% |
| 5Y | +19.7% | -0.5% | +20.2% | +11.9% |
| All | +48.0% | +523.2% | -475.2% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling